What is JotForm?
JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


  • Profile Image

    Conditional signing form

    Asked by busywith24 on July 08, 2014 at 01:15 AM

    Hi,

    I want to build a form that will give that functionalists

    the user creating and populating the form, will enter some form data and sign the form and then send the form to one or multiple users. The recipient users will then receive the SMTP message and view the link and then sign. Once they sign, should receive a final email and be able to view the full signed document through the web-pdf format.

    Thanks

    Regards

    Tarek

    recipient message format form data
  • Profile Image
    JotForm Support

    Answered by ashwin_d on July 08, 2014 at 07:22 AM

    Hello Tarek,

    Yes it is possible to achieve your requirement. Here are the steps you should follow:

    1. Create a form with two sections in form. One will be filled by user and the other will be filled by recipient users.

    2. Add two form collapse in your form before and after the section to be filled by recipient users.

    3. Add a text box in your form to ask users for a pass / access key and based on that only the second section of your form will be displayed. Check the example screenshot below:

    4. Add condition in your form to show / hide the form collapse if the value of the access key matches. The following guide should help you add conditions: https://www.jotform.com/help/57-Smart-Forms-Using-Conditional-Logic

    5. Add one notification email alert and one auto-responder in your form. One to be sent to the recipient users to complete the rest of the form and the other one to be send to the user. Following guides should help you:

    Add auto-responder: https://www.jotform.com/help/26-Creating-a-Form-Autoresponder

    Add notification:  https://www.jotform.com/help/25-Setting-Up-Email-Notifications

    6. In the notification email alert, you should add a {edit_link} which will allow your recipient user to be able to edit and complete the rest of the form. Please check the screenshot below on how to add the {edit_link}: 

    7. In the form auto-responder, you should add {pdf-link} which will allow user to get the submission in PDF format. The {pdf-link} also can be added in the similar way as mentioned above for {edit_link}

    8. Add condition in your from to check if first section of your form is filled then send the submission notification email to the recipient email.

    9. Add another condition in your form to see if the second section of the form is filled, then only send the auto-responder emails. The following guide should help you on how to send conditional emails:  https://www.jotform.com/help/167-How-to-send-to-a-specific-email-address-based-on-a-selection

    Hope this helps.

    Do get back to us if you have any questions. If your form is complete, we can help you implement this flow in your form.

    Thank you!

  • Profile Image

    Answered by busywith24 on July 08, 2014 at 02:56 PM

    Hi,

    how to add form collapse.Please give a link

    thanks

  • Profile Image
    JotForm Support

    Answered by Mike_T on July 08, 2014 at 04:16 PM

    The Form Collapse tool can be found under Survey Tools. Please take a look at the following animation:

    If you need any further assistance on this, please let us know.